Allegheny Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Allegheny Financial Group’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11M	Sell	17,921 -1,248	-7%	-$139K	0.22%	66
2026 Q1	$1.93M	Buy	19,169 +2,118	+12%	+$218K	0.26%	66
2025 Q4	$1.65M	Buy	17,051 +6	+0%	+$578	0.24%	69
2025 Q3	$1.63M	Buy	17,045 +162	+1%	+$15.3K	0.31%	63
2025 Q2	$1.54M	Sell	16,883 -2,405	-12%	-$206K	0.34%	59
2025 Q1	$1.61M	Sell	19,288 -936	-5%	-$84.3K	0.41%	48
2024 Q4	$1.84M	Buy	20,224 +168	+0.8%	+$15.8K	0.47%	42
2024 Q3	$1.84M	Buy	20,056 +537	+3%	+$48K	0.46%	38
2024 Q2	$1.72M	Buy	19,519 +2,394	+14%	+$212K	0.49%	34
2024 Q1	$1.56M	Sell	17,125 -297	-2%	-$24.8K	0.48%	35
2023 Q4	$1.38M	Sell	17,422 -65	-0.4%	-$4.77K	0.44%	39
2023 Q3	$1.26M	Buy	17,487 +5,198	+42%	+$392K	0.47%	38
2023 Q2	$922K	Sell	12,289 -4,830	-28%	-$345K	0.44%	40
2023 Q1	$1.22M	Buy	17,119 +623	+4%	+$44.5K	0.49%	37
2022 Q4	$1.13M	Buy	16,496 +415	+3%	+$28.5K	0.47%	39
2022 Q3	$1.01M	Buy	16,081 +3,068	+24%	+$212K	0.48%	40
2022 Q2	$829K	Buy	13,013 +5,705	+78%	+$401K	0.39%	52
2022 Q1	$565K	Buy	+7,308	New	+$565K	0.24%	75

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Allegheny Financial Group's IJK Position: Q2 2026 in Review

Allegheny Financial Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.5% in Q2 2026, selling an estimated $139K and leaving 17,921 shares worth $2.11M. The position accounts for 0.22% of the portfolio, ranked #66.

Allegheny Financial Group first reported a position in IJK in Q1 2022 and has held it in 18 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Allegheny Financial Group held 17,921 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.11M as of Q2 2026.
Allegheny Financial Group sold 1,248 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $139K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.22% of Allegheny Financial Group's portfolio in Q2 2026, its #66 holding.
Allegheny Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and has held it in 18 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.